Filed October 19, 2004 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $172,038 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 60 · EIN 13-1624203 | Sub-TA Fees | $1,153 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,018 | $34,495+27.6% | $78,689-44.1% | $63,975-31.2% |
| Participation rate | 92.2% | 60.8%+31.4pp | 73.6%+18.7pp | 71.1%+21.1pp |
| Annual return | 7.46% | 11.62%-4.2pp | 62.18%-54.7pp | 48.65%-41.2pp |
| Employer contribution / active EE | $6,394 | $1,398+357.4% | $2,851+124.3% | $2,182+193.1% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $29 | $68-57.2% | $4,510-99.4% | $70-58.7% |